Marketing Automation Implementation Form

Marketing Automation Implementation Form Template

Planning a marketing automation implementation doesn't have to be complicated. This Marketing Automation Implementation Form helps agencies and consultants gather everything they need to scope, plan, and execute successful automation projects for their clients.

Whether you're implementing HubSpot, Marketo, ActiveCampaign, or any other platform, this template walks clients through the critical decisions: which platform fits their needs, what data needs migrating, which workflows to automate first, what integrations are essential, and how to measure success.

Perfect for marketing agencies, consultants, and automation specialists

This form is built for agencies that manage marketing automation implementations as a core service. Use it to replace scattered email threads and discovery calls with a single, structured intake that captures:

• Current marketing tech stack and pain points
• Platform requirements and selection criteria
• Data migration scope and complexity
• Workflow and automation priorities
• Integration requirements across CRM, analytics, and other tools
• Team training needs and timeline expectations
• Success metrics and KPIs

The form guides clients through technical and strategic questions, ensuring you have everything needed to create accurate proposals, timelines, and implementation plans.

Streamline scoping and set clear expectations

One of the biggest challenges in automation projects is scope creep and misaligned expectations. This form helps you document requirements upfront, identify potential complications early, and set realistic timelines based on actual complexity.

Conditional logic shows relevant follow-up questions based on platform choice, data volume, and integration needs, so clients only see what matters to their specific situation.

Automate your agency workflow with Stepper

Once a client submits their requirements, use Stepper to automatically create project folders, generate scoping documents, assign tasks to your implementation team, and send welcome emails with next steps. You can route different platform implementations to specialized team members and trigger custom workflows based on project size or complexity.

Connect this form to your project management tools, CRM, and time tracking systems to keep everything synchronized as you move from discovery to implementation.

Built for agencies that move fast

With Paperform's doc-style editor and professional themes, you can customize this template to match your agency's brand in minutes. Add your logo, adjust the questions to your methodology, and embed it directly on your site or share as a standalone landing page.

Trusted by digital agencies worldwide, this template helps you deliver consistent, professional discovery experiences that set the foundation for successful marketing automation implementations.